Carver & Associates, Inc
JOB DESCRIPTION – Chief Financial Officer
Position Title: Chief Financial Officer
Working Title: CFO
Reports to Title(s): Chief Executive Officer
FLSA Status: Salaried
Leadership: Yes
Effective Date: 11/3/2025
SUMMARY Hands‑on experienced CFO in the Hospitality and Procurement industry. Capable of managing the financial operations and accounting team. While experience in the hospitality industry is a plus, it is not required. The ideal candidate will have a solid track record in managing corporate accounting and financial reporting, as well as the ability to lead, teach, mentor, and develop the team to achieve success. The role includes, but is not limited to, general accounting, accounts receivable/payable, budgeting, audit support, quarterly analysis/reporting, and monthly reconciliations.
Key Responsibilities Financial Strategy and Planning : Develop and implement financial strategies aligned with the organization’s mission and long‑term goals. Lead the annual budgeting process and ensure budgetary compliance throughout the fiscal year. Monitor financial performance and provide regular reports to the CEO and Board of Directors.
Financial Management : Oversee all financial transactions of the organization. Conduct financial analysis to identify trends, cost‑saving opportunities, and potential financial risks. Ensure proper financial controls and procedures are in place to safeguard assets and maintain compliance with regulatory requirements.
Investment and Cash Management : Manage the organization’s investment portfolio to optimize returns while maintaining a prudent risk profile. Develop and execute cash management strategies to ensure sufficient liquidity for ongoing operations and future initiatives.
Financial Reporting and Compliance : Prepare accurate and timely financial statements, including income statements, balance sheets, and cash flow reports. Ensure compliance with all financial reporting requirements. Oversee all financial audits.
Team Leadership and Development : Oversee the finance team, providing guidance, support, and professional development opportunities. Foster a positive and collaborative work environment that encourages teamwork and open communication.
Required Qualifications
5+ years of Corporate Finance Controller experience, preferably in the hospitality industry.
This "hands‑on" role requires active involvement while managing a small team.
Strong focus on managing financial operations and cost improvements.
QuickBooks and NetSuite experience.
Experience with Sigma Sourcing a plus.
Multi state and international contractor and vendor relations.
Experience in mergers & acquisitions.
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Working Title: CFO
Reports to Title(s): Chief Executive Officer
FLSA Status: Salaried
Leadership: Yes
Effective Date: 11/3/2025
SUMMARY Hands‑on experienced CFO in the Hospitality and Procurement industry. Capable of managing the financial operations and accounting team. While experience in the hospitality industry is a plus, it is not required. The ideal candidate will have a solid track record in managing corporate accounting and financial reporting, as well as the ability to lead, teach, mentor, and develop the team to achieve success. The role includes, but is not limited to, general accounting, accounts receivable/payable, budgeting, audit support, quarterly analysis/reporting, and monthly reconciliations.
Key Responsibilities Financial Strategy and Planning : Develop and implement financial strategies aligned with the organization’s mission and long‑term goals. Lead the annual budgeting process and ensure budgetary compliance throughout the fiscal year. Monitor financial performance and provide regular reports to the CEO and Board of Directors.
Financial Management : Oversee all financial transactions of the organization. Conduct financial analysis to identify trends, cost‑saving opportunities, and potential financial risks. Ensure proper financial controls and procedures are in place to safeguard assets and maintain compliance with regulatory requirements.
Investment and Cash Management : Manage the organization’s investment portfolio to optimize returns while maintaining a prudent risk profile. Develop and execute cash management strategies to ensure sufficient liquidity for ongoing operations and future initiatives.
Financial Reporting and Compliance : Prepare accurate and timely financial statements, including income statements, balance sheets, and cash flow reports. Ensure compliance with all financial reporting requirements. Oversee all financial audits.
Team Leadership and Development : Oversee the finance team, providing guidance, support, and professional development opportunities. Foster a positive and collaborative work environment that encourages teamwork and open communication.
Required Qualifications
5+ years of Corporate Finance Controller experience, preferably in the hospitality industry.
This "hands‑on" role requires active involvement while managing a small team.
Strong focus on managing financial operations and cost improvements.
QuickBooks and NetSuite experience.
Experience with Sigma Sourcing a plus.
Multi state and international contractor and vendor relations.
Experience in mergers & acquisitions.
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